S J Logistics (India) Ltd
S J Logistics (India) Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY26 call signalled
5 of 5 strong
The short version
Targeting 30% to 35% growth in sales/revenue for the current financial year, with the first half already achieving 26% growth. Targeting 30% to 35% average revenue growth for the current financial year.
From S J Logistics (India) Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting 30% to 35% growth in sales/revenue for the current financial year, with the first half already achieving 26% growth.
- Plan to increase vessels from current numbers to four by December 2025, which will boost top-line revenue.
- Vessel operations expected to contribute 30% to 40% of total revenue in the next financial year.
- Long-term growth driven by expanding service verticals within shipping (forwarding, NVOCC, vessel operations).
- Focus on increasing Project Cargo, which showed 40% growth, and diversifying ocean cargo offerings.
- Aim to sustain high utilization of vessel capacity (~85%-90% owned customers).
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Profitability & Margins
See what S J Logistics (India) Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- S J Logistics is expanding vessel operations by chartering four vessels, expected by end of December 2025.
- The company is not buying ships but taking them on lease, with a security deposit already paid to the vessel owners.
- New vessel operations aim to contribute 30%-40% of top line in next financial year, enhancing control over cargo, containers, and space.
- Capital expenditure primarily involves lease financing for approximately 3,000 containers, classified as long-term borrowings per accounting standards.
- Additional working capital facilities are planned to support expanded operations.
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Top-ranked in Transport Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what S J Logistics (India) Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
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What S J Logistics (India) Ltd's management said in earlier quarters
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Frequently Asked Questions
What were S J Logistics (India) Ltd Q2 FY26 results?
Targeting 30% to 35% growth in sales/revenue for the current financial year, with the first half already achieving 26% growth. Targeting 30% to 35% average revenue growth for the current financial year.
What is S J Logistics (India) Ltd share price analysis?
S J Logistics (India) Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 6.5 with a market cap of ₹493 Cr. Investors should review the full earnings analysis for detailed insights.
Is S J Logistics (India) Ltd planning capital expenditure?
S J Logistics is expanding vessel operations by chartering four vessels, expected by end of December 2025.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.